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Banc of California is one of the nation’s premier relationship-based business banks focused on providing banking and treasury management services to small-, middle-market, and venture-backed businesses.
$121,451.2 - $210,519.92 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Perform other functions and assist with other projects as assigned by Sales or Credit/Risk Management. The Relationship Manager is responsible for driving loan originations by managing the sales cycle and the workflow between the Sales, Underwriting, Construction and Operations teams to help convert both lending and client opportunities into funded loans.
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7-10+ years of experience, including ideally 5 or more years of institutional sales, business development and/or other relevant experience. The ideal candidate for this position should have institutional business development experience at an asset management firm, real estate private equity firm or private placement group, and be keen to take on an integral role in an entrepreneurial environment.
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The Relationship Manager's primary responsibilities are to be focused on driving fundraising activities with prospects and to cross-sell to existing clients in the western and central U.S. Work closely with the Client Service Analytics Group to generate due diligence and other offering materials such as PPM, Flipbook, and DDQ's.
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Lead as the subject matter expert across a broad sales territory of 7-10 branches, which comprise of : 80 - 100 branch stakeholders and other territory partners (e.g. Wealth Management, Mortgage.
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Preferred SkillsBook Of Business, Client Relations, Credit, Credit Products, Customer Engagement, Decision Making, Financial Analysis, Identifying Sales OpportunitiesCompetenciesBusiness Acumen, Client Relationship Management, Customer Experience Management., Decision Making and Critical Thinking, Effective Communications, Prospecting., Selling., Tech SavvyWork ExperienceRoles at this level typically require a university / college degree.
$104,000 - $209,300 a yearFull-timeExpandApply NowActive JobUpdated 30 days ago - UpvoteDownvoteShare Job
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Five or more years of related experience, preferably in portfolio management, sales, marketing, or relationship management with institutional clients. Strong relationship management and business development/sales skills.
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Sales and Service Management –In-depth. Relationship Management - In-depth. Assists team in pre-sales activities such as pitch preparation, client research, preparation of prospect and client files for further action.
$120,000 - $222,600 a yearFull-timeExpandApply NowActive JobUpdated 1 month ago - UpvoteDownvoteShare Job
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Key measures of success include acquisition of new personal and new small business clients, deposit and fee income growth from both new and existing portfolios, loan and line volume that includes but is not limited to CReligible fundings, excellent risk management mitigation, as well as the qualitative sales, networking, and community presence activities that generate the aforementioned volumes and represent City National with polished professionalism.
$78,970 - $126,140 a yearFull-timeExpandApply NowActive JobUpdated 28 days ago - UpvoteDownvoteShare Job
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This individual will be responsible for multiple aspects of the sales cycle: building a go-to-market business plan, identifying and qualifying leads, cold-calling c-suite executives to set new appointments, assessing the needs of potential customers using a consultative approach, working with underwriting to evaluate risk, and driving new account engagement.
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Coordinates the management of databases; ensures alignment and integration of data in adherence with data governance standards. Assists with sales and service administration and processing ensuring client experience is seamless and opportunities are identified and met.
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Provides support for pre-sales sales activities such as presentations, bids/proposals, and requests for information. Coordinates cash management product implementation and financial transaction set-up.
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The ideal candidate will possess a strong background in dental healthcare networking, sales, or marketing, with a proven track record of generating business through relationship building.
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Ernest Packaging Solutions is currently in search of a Client Relationship Manager for our territory located near Los Angeles, CA. This is a full-time position that offers a competitive base salary, commissions, bonuses, along with benefits and a wonderful company culture.
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We are seeking a Vice President Relationship Manager in our Diversified Industries Group with regional focus on Los Angeles. Experience with Sales Strategy and Sales referral process development.
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sales management jobs Title: relationship manager in Los Angeles, Norwood, Massachusetts
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